-31.5%
RLMD vs VOO
+325.3%
-356.8%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.8% | +10.2% | +10.4% |
| 7D | +2.0% | -0.8% | +2.8% | +2.7% |
| 30D | -4.2% | -1.1% | -3.2% | -3.4% |
| 3M | -30.7% | +3.9% | -34.6% | -32.7% |
| 6M | -28.5% | +13.6% | -42.1% | -34.9% |
| YTD | -6.4% | +12.7% | -19.1% | -14.0% |
| 1Y | +197.4% | +17.6% | +179.8% | +165.8% |
| 3Y | +32.2% | +77.3% | -45.2% | -14.8% |
| 5Y | -82.6% | +84.1% | -166.8% | -89.7% |
| All | -31.5% | +325.3% | -356.8% | -63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling